It is our desire and intention, and the standard in the Investment Industry, to make certain investment orders are correctly received and entered. We believe the best method is to have verbal instructions, prior to order entry. Electronic mail (e-mail), voice mail, facsimile and other methods, while effective communication mediums, need to be verified prior to order entry. Securities Offered through Allen, Mooney & Barnes Brokerage Services, LLC [member FINRA/SIPC]. Investment Advisory Services offered through Allen, Mooney & Barnes Investment Advisors, LLC, a SEC-registered investment adviser. Personalized client services offered though AMB Professional Group, LLC. Thank you for your business.
Listed skills include Series 7, Financial Planning, Certified Financial Planner, Wealth Preservation, and 9 others.